Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matteo? Claim Your ProfileMatteo Colombo is a registered representative with Itau International Securities Inc. Matteo has been in the securities industry since 2009 and holds a Series 63, Series 7 and Series 24 license. Matteo has previous experience with E.S. Financial Services, Inc. and Carolina Capital Markets, Inc. Matteo is currently located in Miami, Florida.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Personalized portfolio management to meet individual financial objectives.
Family office services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
FL
06/19/2013 - Present
Itau International Securities Inc. (MIAMI FL)
FL
03/27/2013 - 06/17/2013
E.S. FINANCIAL SERVICES, INC. (MIAMI FL)
NC
02/11/2009 - 02/17/2011
CAROLINA CAPITAL MARKETS, INC. (CHAPEL HILL NC)
BC
Issued 03/20/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/07/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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